Connecting Integrations — Walkthrough Guide

Overview

Vantage connects to 30+ third-party services to import data, trigger workflows, and sync information. Integrations are managed through the Integrations page and can be used as data sources for dashboard tiles and workflow nodes.

Accessing Integrations

Click "Integrations" in the sidebar to see all available integrations and their connection status.

Available Integrations

Connecting an Integration

The setup process varies by integration type but generally follows these steps:

OAuth-Based Integrations (Google, Microsoft, Slack, etc.)

1. Navigate to the Integrations page.
2. Find the integration card and click "Connect".
3. You'll be redirected to the service's login page (e.g., Google Sign-In).
4. Authorize Vantage to access your account.
5. You'll be redirected back to Vantage with the integration connected.

API Key / Credentials Integrations (Databases, AI Providers, etc.)

1. Navigate to the Integrations page or Settings → Add Credentials.
2. Click "Connect" or "Add Credential".
3. Enter the required credentials:
   • Databases: Host, port, database name, username, password
   • AI Providers: API key
   • AWS S3: Access key ID, secret access key, region
   • Stripe: API key
4. Click "Save" or "Test Connection" to verify.

Managing Credentials

Viewing Credentials

Navigate to the Credentials page to see all saved credentials:

• Integration name and type
• Connection status (connected/disconnected)
• Last used date

Editing Credentials

1. Click on an existing credential.
2. Update the fields as needed.
3. Click "Save".

Deleting Credentials

1. Find the credential in the list.
2. Click the delete icon.
3. Confirm deletion.

Using Integrations in Dashboards

Once connected, integrations can be used as data sources for tiles:

1. Create or edit a tile on your dashboard.
2. In the data source settings, select the integration (e.g., "PostgreSQL — Production DB").
3. Configure the query or data selection.
4. The tile will display live data from the integration.

Using Integrations in Workflows

Integrations appear as nodes in the Workflow Editor:

1. Open the Node Library in the Workflow Editor.
2. Find the integration node (e.g., "Database Query", "Send Email", "Google Drive Read").
3. Drag it onto the canvas.
4. In the Properties Panel, select the credential to use.
5. Configure the node-specific settings (query, file path, recipient, etc.).

Integration Settings (Domain Restrictions)

Organization admins can restrict which domains are allowed for integrations:

1. Go to Settings → Organization → Integration Settings.
2. Add allowed domains (e.g., *.company.com).
3. Only integrations from these domains will be permitted.

Troubleshooting